Conflicts of Interest Disclosure : Securities, Mutual Funds, Investments

William Helsley reported the following investments:

Investment Type Value
3M Company Stock $50,001 - $250,000
Apple Inc (AAPL) Stock $50,001 - $250,000
Applied Energy Services (AES) Stock $5,001 to $50,000
AT&T (T) Stock $50,001 - $250,000
Bank of America Stock $50,001 - $250,000
Berkshire Hathaway Stock $5,001 to $50,000
Boeing Co (BA) Stock $50,001 - $250,000
Brookfield Stock $5,001 to $50,000
Caterpillar Corp Stock $50,001 - $250,000
Chevron (CVX) Stock $50,001 - $250,000
Dominion Energy (D) Stock $50,001 - $250,000
Duke Energy Stock $50,001 - $250,000
Duke Energy Stock $50,001 - $250,000
Ford Motor Co Stock $5,001 to $50,000
General Electric (GE) Stock $50,001 - $250,000
Goldman Sachs Group Inc Stock $5,001 to $50,000
IBM Stock $5,001 to $50,000
IBM Stock $5,001 to $50,000
Intel Corp Stock $5,001 to $50,000
Johnson & Johnson Stock $50,001 - $250,000
JP Morgan Chase (JPM) Stock $5,001 to $50,000
Kraft Heinz Co Stock $5,001 to $50,000
Merck & Co (MRK) Stock $50,001 - $250,000
Microsoft Corp Stock $5,001 to $50,000
Microsoft Corp Stock $5,001 to $50,000
Nuveen Stock $50,001 - $250,000
Pepsi-Cola Co Stock $5,001 to $50,000
Pfizer Inc Stock $50,001 - $250,000
Procter & Gamble Stock $5,001 to $50,000
Royal Dutch Shell PLC Stock $5,001 to $50,000
Royal Dutch Shell PLC Stock $5,001 to $50,000
Simon Property Group Stock $50,001 - $250,000
Verizon (VZ) Stock $5,001 to $50,000
Wells Fargo Bank Stock $50,001 - $250,000
City of Norfolk
(Airport Authority Series C)
Bond $5,001 to $50,000
City of Virginia Beach
(Development Authority Bonds)
Bond $50,001 - $250,000
City of Virginia Beach
(Dev Authority Series A)
Bond $50,001 - $250,000
County of Fairfax
(Economic Development)
Bond $5,001 to $50,000
Va Public School Authority
(Sch F, rev. 2015C)
Bond $50,001 - $250,000
American Balanced Fund Class A Mutual Fund More than $250,000
American Funds American Mutual Fund Class A Mutual Fund $50,001 - $250,000
American Funds Capital World Bond Fund Class A Mutual Fund $50,001 - $250,000
American Funds Fundamental Investors Class A Mutual Fund More than $250,000
American Funds New Perspective Fund Class A Mutual Fund More than $250,000
American Funds New World Fund Class A Mutual Fund $5,001 to $50,000
American Funds Short-Term Tax-Exempt Bond Fund Mutual Fund More than $250,000
American Funds SMALLCAP World Fund Class A Mutual Fund More than $250,000
American Funds Tax-Exempt Bond Fund Mutual Fund $50,001 - $250,000
American Funds The Growth Fund of America Class A Mutual Fund $50,001 - $250,000
American Funds The Income Fund of America Class A Mutual Fund More than $250,000
American Funds Washington Mutual Investors Fund Class A Mutual Fund More than $250,000
Invesco High Yield Municipal Fund Mutual Fund $50,001 - $250,000
The Bond Fund of America Class A Mutual Fund $50,001 - $250,000
Torray Fund Mutual Fund $50,001 - $250,000
Vanguard Financials Index Fund ETF Mutual Fund $5,001 to $50,000
Vanguard Mid-Cap Growth Index Fund ETF Mutual Fund $5,001 to $50,000
Vanguard Small-Cap Index Fund ETF Mutual Fund $5,001 to $50,000
Vanguard S&P 500 ETF Mutual Fund $5,001 to $50,000
Vanguard Total Stock Market Index Fund ETF Mutual Fund $5,001 to $50,000
Wells Fargo Utility and Telecommunications Fund Mutual Fund $5,001 to $50,000